Buckingham Strategic Partners has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $6.15 Billion distributed in 973 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $540M, Ishares Core S&P Total U.S. St with a value of $496M, Vanguard Intermediate Term Tre with a value of $323M, Dimensional ETF Tr U S Target with a value of $253M, and American Centy ETF Tr Avantis with a value of $251M.

Examining the 13F form we can see an increase of $666M in the current position value, from $5.48B to 6.15B.

Buckingham Strategic Partners is based out at Saint Louis, MO

Below you can find more details about Buckingham Strategic Partners portfolio as well as his latest detailed transactions.

Portfolio value $6.15 Billion
ETFs: $4.99 Billion
Technology: $289 Million
Financial Services: $200 Million
Healthcare: $111 Million
Industrials: $90.3 Million
Consumer Cyclical: $88.1 Million
Communication Services: $69.2 Million
Consumer Defensive: $68.5 Million
Other: $99.6 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 973
  • Current Value $6.15 Billion
  • Prior Value $5.48 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 273 stocks
  • Additional Purchases 548 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 139 stocks
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